See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,414 | $108,919+43.6% | $100,391+55.8% | $145,922+7.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 6.07% | 57.88%-51.8pp | 49.20%-43.1pp | 561.29%-555.2pp |
| Employer contribution / active EE | $6,618 | $4,419+49.8% | $3,942+67.9% | $4,660+42.0% |
| Participant deferral / active EE | $8,668 | $8,445+2.6% | $8,082+7.2% | $6,688+29.6% |
| Admin fee / account holder | $10,191 | $9,689+5.2% | $7,899+29.0% | $13,397-23.9% |